Sheaff Brock Investment Advisors’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $635K | Hold |
1,191
| – | – | 0.06% | 232 |
|
|
2024
Q4 | $678K | Hold |
1,191
| – | – | 0.06% | 216 |
|
|
2024
Q3 | $678K | Hold |
1,191
| – | – | 0.06% | 220 |
|
|
2024
Q2 | $637K | Sell |
1,191
-55
| -4% | -$29.4K | 0.06% | 216 |
|
|
2024
Q1 | $693K | Buy |
1,246
+5
| +0.4% | +$2.78K | 0.04% | 237 |
|
|
2023
Q4 | $630K | Buy |
1,241
+50
| +4% | +$25.4K | 0.05% | 237 |
|
|
2023
Q3 | $544K | Hold |
1,191
| – | – | 0.05% | 236 |
|
|
2023
Q2 | $570K | Hold |
1,191
| – | – | 0.05% | 235 |
|
|
2023
Q1 | $546K | Hold |
1,191
| – | – | 0.05% | 244 |
|
|
2022
Q4 | $527K | Hold |
1,191
| – | – | 0.05% | 235 |
|
|
2022
Q3 | $478K | Sell |
1,191
-60
| -5% | -$24.1K | 0.05% | 238 |
|
|
2022
Q2 | $517K | Sell |
1,251
-25
| -2% | -$10.3K | 0.04% | 236 |
|
|
2022
Q1 | $626K | Hold |
1,276
| – | – | 0.04% | 234 |
|
|
2021
Q4 | $661K | Buy |
1,276
+57
| +5% | +$29.5K | 0.04% | 228 |
|
|
2021
Q3 | $586K | Sell |
1,219
-614
| -33% | -$295K | 0.04% | 231 |
|
|
2021
Q2 | $900K | Buy |
1,833
+574
| +46% | +$282K | 0.06% | 187 |
|
|
2021
Q1 | $599K | Sell |
1,259
-28
| -2% | -$13.3K | 0.05% | 223 |
|
|
2020
Q4 | $540K | Hold |
1,287
| – | – | 0.05% | 220 |
|
|
2020
Q3 | $436K | Buy |
1,287
+200
| +18% | +$67.8K | 0.04% | 230 |
|
|
2020
Q2 | $353K | Hold |
1,087
| – | – | 0.03% | 267 |
|
|
2020
Q1 | $286K | Hold |
1,087
| – | – | 0.04% | 269 |
|
|
2019
Q4 | $408K | Sell |
1,087
-25
| -2% | -$9.38K | 0.04% | 274 |
|
|
2019
Q3 | $392K | Sell |
1,112
-85
| -7% | -$30K | 0.04% | 284 |
|
|
2019
Q2 | $424K | Sell |
1,197
-11
| -0.9% | -$3.9K | 0.05% | 269 |
|
|
2019
Q1 | $417K | Hold |
1,208
| – | – | 0.05% | 278 |
|
|
2018
Q4 | $366K | Sell |
1,208
-154
| -11% | -$46.7K | 0.06% | 275 |
|
|
2018
Q3 | $500K | Sell |
1,362
-8
| -0.6% | -$2.94K | 0.05% | 259 |
|
|
2018
Q2 | $486K | Hold |
1,370
| – | – | 0.05% | 254 |
|
|
2018
Q1 | $468K | Sell |
1,370
-98
| -7% | -$33.5K | 0.05% | 261 |
|
|
2017
Q4 | $507K | Sell |
1,468
-322
| -18% | -$111K | 0.07% | 252 |
|
|
2017
Q3 | $584K | Hold |
1,790
| – | – | 0.08% | 230 |
|
|
2017
Q2 | $569K | Sell |
1,790
-121
| -6% | -$38.5K | 0.07% | 252 |
|
|
2017
Q1 | $597K | Sell |
1,911
-110
| -5% | -$34.4K | 0.08% | 251 |
|
|
2016
Q4 | $610K | Hold |
2,021
| – | – | 0.08% | 252 |
|
|
2016
Q3 | $571K | Buy |
2,021
+519
| +35% | +$147K | 0.08% | 256 |
|
|
2016
Q2 | $409K | Sell |
1,502
-108
| -7% | -$29.4K | 0.05% | 315 |
|
|
2016
Q1 | $423K | Buy |
1,610
+15
| +0.9% | +$3.94K | 0.05% | 316 |
|
|
2015
Q4 | $405K | Buy |
+1,595
| New | +$405K | 0.05% | 348 |
|